Weitz Investment Management 13F, Q4 2024
Wallace Weitz · quarter ending 31 December 2024 · filed 12 February 2025 · SEC CIK 883965
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
The 25 largest of 47 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $146.50M | 7.5% | unchanged |
| VISA INC | V | $109.57M | 5.7% | -4% shares |
| ALPHABET INC | GOOG | $98.78M | 5.1% | -9% shares |
| MASTERCARD INCORPORATED | MA | $98.51M | 5.1% | -8% shares |
| AON PLC | $93.72M | 4.8% | unchanged | |
| META PLATFORMS INC | META | $92.86M | 4.8% | -5% shares |
| DANAHER CORPORATION | DHR | $92.56M | 4.8% | +15% shares |
| IDEX CORP | IEX | $69.17M | 3.6% | +17% shares |
| CARMAX INC | KMX | $67.47M | 3.5% | -2% shares |
| GLOBAL PMTS INC | GPN | $66.07M | 3.4% | -3% shares |
| COSTAR GROUP INC | CSGP | $63.71M | 3.3% | unchanged |
| THERMO FISHER SCIENTIFIC INC | TMO | $62.53M | 3.2% | unchanged |
| AMAZON COM INC | AMZN | $54.30M | 2.8% | unchanged |
| LABCORP HOLDINGS INC | LH | $54.16M | 2.8% | unchanged |
| VULCAN MATLS CO | VMC | $49.23M | 2.5% | unchanged |
| EQUIFAX INC | EFX | $48.04M | 2.5% | +7% shares |
| CHARTER COMMUNICATIONS INC | CHTR | $46.43M | 2.4% | unchanged |
| LIBERTY BROADBAND CORP | LBRDK | $39.66M | 2.0% | unchanged |
| ACCENTURE PLC IRELAND | $37.59M | 1.9% | unchanged | |
| ORACLE CORP | ORCL | $34.59M | 1.8% | -3% shares |
| OLD DOMINION FREIGHT LINE IN | ODFL | $33.50M | 1.7% | -10% shares |
| SIRIUSXM HOLDINGS INC | SIRI | $33.41M | 1.7% | +16% shares |
| TEXAS INSTRS INC | TXN | $31.80M | 1.6% | unchanged |
| SALESFORCE COM INC | CRM | $31.76M | 1.6% | unchanged |
| GARTNER INC | IT | $31.21M | 1.6% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Weitz Investment Management opened 1 new position, added to 6, trimmed 12, left 28 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- PRM$26.93M
Other quarters
Source: SEC Form 13F-HR, accession 0001821268-25-000065, filed by WEITZ INVESTMENT MANAGEMENT, INC.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.